Member Financial Wellness Advisor

Centra Credit Union; Louisiana; On-site; USD 28,000 - 40,000; Full time

Benefits offered by this job

Comprehensive benefits package

Learning Path for career growth

Centra certification opportunity

Job summary

Centra Credit Union in Jeffersonville, IN seeks a motivated Relationship Advisor I for the River Ridge branch. You will engage Members in meaningful conversations and advise on lending and financial products to create value.

The role includes a learning path from Advisor I to III, opportunities for growth within Retail Operations, and a comprehensive benefits package. Spanish/English interpreters may be eligible for an interpreting differential.

Qualifications

• High School Diploma or GED or equivalent.
• 1–3 years of similar or related experience.

Responsibilities

• Engage Members during discussions and transactions while educating and advising on products and services.
• Advise Members on lending options and financial solutions.
• Demonstrate problem solving and provide tailored financial guidance.
• Maintain subject matter expertise and pursue Centra certification.

Skills

Customer engagement

Financial products knowledge

Lending guidance

Problem solving

Communication

Education

High School Diploma or GED

1–3 years related experience

Tools

Centra certification

Job description

Centra Credit Union in Jeffersonville, IN seeks a motivated Relationship Advisor I for the River Ridge branch. You will engage Members in meaningful conversations and advise on lending and financial products to create value.

The role includes a learning path from Advisor I to III, opportunities for growth within Retail Operations, and a comprehensive benefits package. Spanish/English interpreters may be eligible for an interpreting differential.